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Jeffrey Cismoski | Founding Partner

CFP®, CPWA®

Principal of Xartis Wealth

  • CERTIFIED FINANCIAL PLANNER® AND CERTIFIED PRIVATE WEALTH ADVISOR®

  • RESPONSIBLE FOR ASSET MANAGEMENT AND ADVANCED FINANCIAL PLANNING

  • FAMILY BUSINESS OWNER; CLOSELY HELD BUSINESS PLANNING & TRANSACTION ADVISORY

  • EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY AT BOUTIQUE ADVISORY FIRM EVANSTON ADVISORS AND LARGE HIGH-END FIRM, CRESSET CAPITAL

  • MEMBER OF THE FINANCIAL PLANNING ASSOCIATION

  • MECHANICAL ENGINEERING DEGREE FROM MARQUETTE UNIVERSITY; SIX SIGMA BLACK BELT FROM GENERAL ELECTRIC; FINANCIAL SERVICES DESIGNATIONS FROM AMERICAN COLLEGE AND INVESTMENTS & WEALTH INSTITUTE

Dominic Messina | Partner

Director of Operations​

  • CLIENT RELATIONSHIP & SERVICE MANAGER FOR XARTIS

  • 10+ YEARS OF EXPERIENCE IN FINANCIAL SERVICES AND OVER 17 YEARS OF EXPERIENCE IN CUSTOMER SERVICE AS A PERSONAL BANKER, PRIVATE CLIENT ADVISOR, CLIENT SERVICE REPRESENTATIVE AND PRIVATE INVESTMENT DESK MANAGER FOR LARGE FIRMS FROM J.P. MORGAN TO CRESSET ASSET MANAGEMENT

  • RESPONSIBLE FOR DAY-TO-DAY OPERATIONS, TRADING OPERATIONS AND CLIENT SERVICES

  • UNITED STATES ARMY VETERAN WHO SERVED OVER 8 YEARS STATESIDE AND 3 TOURS OF DUTY IN IRAQ AND AFGHANISTAN

  • MBA IN FINANCE FROM THE GRAHAM SCHOOL OF MANAGEMENT AT ST. XAVIER UNIVERSITY

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